BFS Advisory Group

Our latest Quarterly Market Report is here, providing a long-term context for the global and US economy, as well as our outlook on financial markets.

Whether you skim it for the bullet points or study it for the content, we invite you to read Risks and Opportunities.

https://www.bfsadvisorygroup.com/market-report

Our latest Quarterly Market Report is here, and this edition explores how shifting consumer sentiment is intersecting with strong economic data. With markets hitting new highs, ongoing tariff uncertainty, and an AI-driven transformation across industries, many investors are asking what comes next. This report centers on the theme of “sentiment vs. data,” highlighting how the way consumers feel may influence the future just as much as the numbers themselves.

Whether you skim it for the bullet points or study it for the content, we invite you to read Risks and Opportunities.





https://www.bfsadvisorygroup.com/market-report

This week on the BFS Advisory Group blog, we’re reflecting on a year marked by both loss and growth, and the quiet resilience that comes from rest, gratitude, and the support of “our people.”

A heartfelt reminder of what truly matters as we gather around our tables this week. We invite you to take a few moments to read, reflect, and share in this message of gratitude and hope.

Wishing you and your loved ones a meaningful and peaceful Thanksgiving.

https://www.bfsadvisorygroup.com/blog/what-i-learned-about-life-during-a-year-of-so-much-death-part-2

Thanksgiving gives us a chance to appreciate family, friendships, relationships, and a sense of connection. At BFS Advisory Group, we are also reflecting on what we’re collectively grateful for — our clients, our team, and the trust placed in us each day. We’re honored to help guide families and business owners toward their life goals and help them feel more confident about their financial futures.

With an abundance of gratitude, we wish you Happy Thanksgiving!

Family caregiving is one of the most meaningful and important roles we can take on—and with thoughtful planning, it doesn’t have to come at the expense of your financial future.

According to a recent AARP report, many caregivers face financial pressures, from pausing savings to adjusting retirement timelines.

The good news? There are solutions that help you care for a loved one without losing your financial footing. With open conversations and proactive steps, you can take on the role of caregiver without sacrificing your long-term financial strategy.

The team at BFS Advisory Group is here to help caregivers find balance and confidence in managing both personal and family financial goals.

Read more here: https://press.aarp.org/2025-07-24-New-Report-Reveals-Crisis-Point-for-Americas-63-million-Family-Caregivers

November is National Family Caregiver Month — a time to recognize the everyday heroes balancing work, life, and caregiving.

According to the CDC, about 25% of adults aged 45 to 64 years are caregivers. They are often juggling a full-time job alongside helping a loved one with essential daily tasks like cooking, transportation, and medical care.

At BFS Advisory Group, we understand that caring for family extends beyond emotional support—it often includes important financial decisions and long-term planning. Our team is here to help caregivers find balance and confidence in managing both personal and family financial goals.

To all caregivers in our community: thank you for your unwavering compassion and commitment.

https://www.bfsadvisorygroup.com/

We are proud to announce that 𝗕𝗙𝗦 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗚𝗿𝗼𝘂𝗽 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗻𝗮𝗺𝗲𝗱 𝗼𝗻𝗲 𝗼𝗳 𝗗 𝗠𝗮𝗴𝗮𝘇𝗶𝗻𝗲’𝘀 𝗧𝗼𝗽 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗼𝗳 𝟮𝟬𝟮𝟱!

This recognition highlights what drives us every day: partnering with families and business owners to help them navigate life’s most important financial decisions. From saving for college and planning for retirement to caring for aging parents and growing successful businesses, our mission is to bring clarity, confidence, and strategy to every stage of life.

Being included in this list is an honor, but the true reward is the trust our clients place in us. We are grateful for the opportunity to walk alongside so many remarkable people as they plan for their future and shape their legacies.

Thank you to our clients, colleagues, and community for your continued confidence and support. We couldn’t do this without you.

Be sure to check out the October issue of 𝘋 𝘔𝘢𝘨𝘢𝘻𝘪𝘯𝘦 to see the full list.

We’re proud to congratulate our president, Debra Brennan Tagg, on earning her Certified Exit Planning Advisor (CEPA®) designation!

A CEPA is specially trained to help business owners maximize the value of their company and prepare for one of the most important financial decisions of their lives: their eventual exit. This certification combines expertise in financial planning, business strategy, and transition readiness.

For our clients—many of whom are small business owners—this means deeper guidance, more tailored strategies, and greater confidence as they plan for the future of their business, their family, and their financial independence.

Congratulations, Debra, on this achievement and your continued commitment to helping our clients sculpt their financial futures!

We are proud to celebrate the recognition of our RIA partner, NewEdge Capital Group, which was named the #3 Registered Investment Advisor (RIA) on Barron’s 2025 list of Top 100 RIAs in their category.

This recognition is a testament to NewEdge’s vision of building a firm that empowers independent advisors to deliver sophisticated, client-first wealth management solutions. Their continued growth and success reflect a deep commitment to innovation, operational excellence, and the highest standards of client care.

At BFS Advisory Group, we are fortunate to partner with NewEdge Advisors as we guide our clients through the complexities of wealth management, retirement planning, business ownership, and multi-generational family planning. Their support allows us to combine the personal, hands-on service of an independent firm with the resources and scale of one of the leading RIAs in the country.

Congratulations to our partners at NewEdge on this outstanding achievement—we are honored to be part of this journey and excited about what it means for the future of our clients.

https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&

North Texas Giving Day, powered by Communities Foundation of Texas, was record-breaking this year—over 94,000 donors contributed more than $74 million to local nonprofits. What an incredible example of the power of intentional giving.

At BFS Advisory Group, we believe philanthropy is an important part of a well-rounded financial plan. Whether it’s supporting causes that strengthen our community, creating a family legacy of giving, or aligning charitable efforts with long-term goals, thoughtful planning can help your generosity go even further.

We’re proud to celebrate the impact our community made through this CFT-led initiative—and inspired to help our clients continue making a difference in the ways that matter most to them.